See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,047 | $49,280-6.6% | $67,313-31.6% | $64,186-28.3% |
| Participation rate | 68.2% | 60.8%+7.4pp | 69.1%-0.9pp | 69.6%-1.4pp |
| Annual return | -5.42% | -1.39%-4.0pp | -4.08%-1.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,501 | $1,668-10.1% | $2,566-41.5% | $2,381-37.0% |
| Participant deferral / active EE | $3,587 | $2,484+44.4% | $3,568+0.5% | $3,470+3.4% |
| Admin fee / account holder | $2,783 | $3,863-27.9% | $4,507-38.2% | $4,888-43.1% |